Wealth First Advisors Pvt. Ltd. is a boutique investment advisory firm founded in 2001, specializing in wealth management solutions for High Networth Individuals, Family Offices, Corporates, and Institutions. Our experienced leadership team, with over 300 years of combined expertise, offers personalized financial advice based on detailed research and data analysis. Located in Mumbai, our mission is to guide clients towards achieving their long-term financial goals through disciplined saving and strategic investments. Role Description This is a full-time on-location role for a Back Office Associate - Financial Services, in Mumbai. The Back Office Associate will be responsible for supporting back office operations, assisting and supporting business activities. Daily tasks include processing and executing transactions, coordinating with 3rd party vendors, maintaining and updating records, ensuring compliance with regulations, and communicating with RM's in response to execution of transactions. Qualifications 1+ years experience in Back Office Operations Good English written and verbal communication skills Attention to detail and high-level of accuracy; proficient in Excel Ability to work independently and collaboratively Bachelor's degree in Commerce, Business Administration, or related fields is preferred Prior experience in the financial services industry is advantageous Notes: Kindly forward your profile via email to info@wealth-first.com
Wealth First is a boutique Investment Advisory firm that has been providing tailored Wealth Management Solutions to High-Net-Worth Individuals, Family Offices, Corporates, and Institutions since 2001. With a leadership team composed of seasoned professionals from renowned financial institutions and corporates, Wealth First offers top-level engagement to help clients achieve their long-term financial goals. Our investment advice is based on detailed in-house research, data analysis, and a deep understanding of clients' financial health. We are among the most experienced Wealth Management Teams in India, dedicated to maximising clients' wealth and ensuring their financial future. Role Description This is a full-time on-site role for a Back Office Executive located in Mumbai. Responsible for handling day-to-day operational activities in a wealth management firm, including account opening, onboarding and maintenance, trade execution and reconciliation, client reporting, and compliance support. To ensure accurate record-keeping, smooth coordination with custodians and vendors, and timely delivery of client and regulatory requirements while supporting the relationship managers with administrative tasks. Skills & Qualifications Proficiency in Back Office Operations, Attention to detail and ability to handle multiple tasks efficiently Capable of working independently and collaboratively within a team Strong communication skills. Bachelor's degree Knowledge of financial products, investment operations, and compliance requirements would be preferred Prior experience in a similar role is preferred Send your resume to info@wealth-first.com
Wealth First is a boutique Investment Advisory firm that has been providing tailored Wealth Management Solutions to High-Net-Worth Individuals, Family Offices, Corporates, and Institutions since 2001. With a leadership team composed of seasoned professionals from renowned financial institutions and corporates, Wealth First offers top-level engagement to help clients achieve their long-term financial goals. Our investment advice is based on detailed in-house research, data analysis, and a deep understanding of clients financial health. We are among the most experienced Wealth Management Teams in India, dedicated to maximising clients wealth and ensuring their financial future. Role Description This is a full-time on-site role for a Back Office Executive located in Mumbai. Responsible for handling day-to-day operational activities in a wealth management firm, including account opening, onboarding and maintenance, trade execution and reconciliation, client reporting, and compliance support. To ensure accurate record-keeping, smooth coordination with custodians and vendors, and timely delivery of client and regulatory requirements while supporting the relationship managers with administrative tasks. Skills & Qualifications Proficiency in Back Office Operations, Attention to detail and ability to handle multiple tasks efficiently Capable of working independently and collaboratively within a team Strong communication skills. Bachelor's degree Knowledge of financial products, investment operations, and compliance requirements would be preferred Prior experience in a similar role is preferred Send your resume to [HIDDEN TEXT]
Wealth First is a boutique Investment Advisory firm that has been providing tailored Wealth Management Solutions to High-Net-Worth Individuals, Family Offices, Corporates, and Institutions since 2001. With a leadership team composed of seasoned professionals from renowned financial institutions and corporates, Wealth First offers top-level engagement to help clients achieve their long-term financial goals. Our investment advice is based on detailed in-house research, data analysis, and a deep understanding of clients' financial health. We are among the most experienced Wealth Management Teams in India, dedicated to maximising clients' wealth and ensuring their financial future. Role Description This is a full-time on-site role for a Back Office Executive located in Mumbai. Responsible for handling day-to-day operational activities in a wealth management firm, including account opening, onboarding and maintenance, trade execution and reconciliation, client reporting, and compliance support. To ensure accurate record-keeping, smooth coordination with custodians and vendors, and timely delivery of client and regulatory requirements while supporting the relationship managers with administrative tasks. Skills & Qualifications Proficiency in Back Office Operations, Attention to detail and ability to handle multiple tasks efficiently Capable of working independently and collaboratively within a team Strong communication skills. Bachelor&aposs degree Knowledge of financial products, investment operations, and compliance requirements would be preferred Prior experience in a similar role is preferred Send your resume to [HIDDEN TEXT] Show more Show less